Citigroup Inc
C- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000831001
No open-market purchases or sales by Citigroup Inc insiders were filed in the last 90 days; 2,644 institutions reported holding it in 13F filings for Q2 2026, worth $187.1B in total; superinvestors Harris Associates (Oakmark) and Chou Associates hold it.
13F holders, Q1 2026
Institutional positions in Citigroup Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,475
- +58 vs. Q4 2025
- Shares held
- 1.33B
- +137.4M (+11.5%) vs. Q4 2025
- Total value
- $150.5B
- +$11.4B (+8.2%) vs. Q4 2025
- New holders
- 213
- 977 more added
- Sold out
- 155
- 980 more reduced
43 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting C on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,644 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $64.4B |
| Q1 2022 | 1,761 | $77.4B |
| Q4 2021 | 1,838 | $90.0B |
| Q3 2021 | 1,727 | $104.8B |
| Q2 2021 | 1,705 | $109.2B |
| Q1 2021 | 1,713 | $115.1B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RFG Holdings, Inc. | 1,927 | $218.6K | 0.06% | +29+1.5% | Added |
| Cascade Financial Partners, LLC | 1,930 | $218.9K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,877 | $219.1K | 0.03% | +1,877 | New |
| Pacific Excel Wealth Advisors, Inc. | 1,933 | $219.2K | 0.23% | +1,933 | New |
| Red Door Wealth Management, LLC | 1,934 | $219.4K | 0.02% | −44−2.2% | Reduced |
| JGP Wealth Management, LLC | 1,934 | $219.4K | 0.02% | +32+1.7% | Added |
| Hilltop National Bank | 1,935 | $219.4K | 0.05% | −113−5.5% | Reduced |
| Private Advisory Group LLC | 1,936 | $219.6K | 0.02% | +1,936 | New |
| First Command Advisory Services, Inc. | 1,939 | $219.9K | 0.00% | +214+12.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,940 | $220.0K | 0.14% | −50−2.5% | Reduced |
| Motive Wealth Advisors | 1,940 | $220.0K | 0.10% | −17−0.9% | Reduced |
| Eastern Bank | 1,940 | $220.0K | 0.00% | −27−1.4% | Reduced |
| Symphony Financial, Ltd. Co. | 2,011 | $221.5K | 0.03% | −237−10.5% | Reduced |
| Main Street Group, LTD | 1,960 | $222.3K | 0.07% | +229+13.2% | Added |
| Warwick Investment Management, Inc. | 1,967 | $223.1K | 0.03% | −56−2.8% | Reduced |
| Satovsky Asset Management LLC | 1,968 | $223.2K | 0.04% | +18+0.9% | Added |
| ABLE Financial Group, LLC | 1,981 | $224.7K | 0.04% | +37+1.9% | Added |
| Alliance Wealth Management Group | 1,986 | $225.2K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,993 | $226.0K | 0.06% | +1,993 | New |
| Sutton Place Investors LLC | 1,996 | $226.4K | 0.12% | +9+0.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,721 | $226.6K | 0.07% | −244−12.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,755 | $226.7K | 0.03% | −17−1.0% | Reduced |
| Ramsey Quantitative Systems | 2,000 | $226.8K | 0.24% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,000 | $226.8K | 0.17% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,757 | $226.9K | 0.05% | +1,757 | New |
| Prestige Wealth Management Group LLC | 2,004 | $227.3K | 0.04% | +109+5.8% | Added |
| Empirical Asset Management, LLC | 2,005 | $227.4K | 0.06% | −16,707−89.3% | Reduced |
| Hanlon Investment Management, Inc. | 2,006 | $227.5K | 0.13% | −2−0.1% | Reduced |
| Foster Group, Inc. | 2,010 | $227.9K | 0.01% | +86+4.5% | Added |
| Phillips Financial Management, LLC | 2,010 | $228.0K | 0.02% | −32−1.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,010 | $228.0K | 0.07% | +6+0.3% | Added |
| Reuter James Wealth Management, LLC | 2,014 | $228.4K | 0.03% | +10.0% | Added |
| Genesis Private Wealth, LLC | 2,017 | $228.7K | 0.07% | −57−2.7% | Reduced |
| LCNB Corp | 2,017 | $228.7K | 0.08% | +9+0.4% | Added |
| Archford Capital Strategies, LLC | 2,027 | $229.9K | 0.03% | +121+6.3% | Added |
| Impact Capital Partners LLC | 2,031 | $230.3K | 0.07% | +18+0.9% | Added |
| Founders Grove Wealth Partners, LLC | 2,033 | $230.6K | 0.05% | +157+8.4% | Added |
| Avaii Wealth Management, LLC | 2,035 | $230.7K | 0.08% | −3,118−60.5% | Reduced |
| Y.D. More Investments Ltd | 2,044 | $230.9K | 0.01% | −174−7.8% | Reduced |
| Avenue 1 Advisors, LLC | 2,036 | $230.9K | 0.07% | −12−0.6% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 2,043 | $231.7K | 0.20% | −4,397−68.3% | Reduced |
| Coquina Private Wealth LLC | 2,058 | $233.4K | 0.19% | −58−2.7% | Reduced |
| Marks Group Wealth Management, Inc | 2,058 | $233.4K | 0.02% | −25−1.2% | Reduced |
| Triumph Capital Management | 2,061 | $233.8K | 0.05% | +278+15.6% | Added |
| Van Hulzen Asset Management, LLC | 2,069 | $234.6K | 0.02% | 00.0% | Unchanged |
| City National Bank of Florida | 2,069 | $234.6K | 0.14% | +2,069 | New |
| Entelevest, LLC | 2,076 | $235.4K | 0.24% | −49−2.3% | Reduced |
| Castle Rock Wealth Management, LLC | 2,044 | $235.6K | 0.05% | +15+0.7% | Added |
| Centennial Wealth Advisory LLC | 2,077 | $235.6K | 0.06% | +2,077 | New |
| First Wilshire Securities Management Inc | 2,078 | $235.7K | 0.05% | −284−12.0% | Reduced |
| W Advisors, LLC | 2,079 | $235.8K | 0.12% | +61+3.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,080 | $235.9K | 0.10% | −216−9.4% | Reduced |
| Parkwoods Wealth Partners, LLC | 2,087 | $236.7K | 0.06% | +2,087 | New |
| Montz Harcus Wealth Management LLC | 2,090 | $237.0K | 0.10% | +40+2.0% | Added |
| Golden State Wealth Management, LLC | 2,090 | $237.1K | 0.03% | +59+2.9% | Added |
| Lyell Wealth Management, LP | 2,091 | $237.1K | 0.02% | +20+1.0% | Added |
| Mathes Company, Inc. | 2,100 | $238.0K | 0.09% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 2,100 | $238.2K | 0.01% | −61,358−96.7% | Reduced |
| Sterling Manor Financial, LLC | 2,100 | $238.2K | 0.15% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,100 | $238.2K | 0.02% | +148+7.6% | Added |
| Drucker Wealth 3.0, LLC | 2,101 | $238.3K | 0.04% | +73+3.6% | Added |
| Chicago Capital, LLC | 2,103 | $238.5K | 0.01% | +2,103 | New |
| Bright Futures Wealth Management, LLC. | 2,104 | $238.6K | 0.16% | +112+5.6% | Added |
| JBGlobal.com LLC | 2,105 | $238.7K | 0.24% | −886−29.6% | Reduced |
| Pinnacle Bancorp, Inc. | 2,105 | $238.7K | 0.07% | −348−14.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2,109 | $239.2K | 0.01% | −7−0.3% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 2,115 | $239.9K | 0.08% | −425−16.7% | Reduced |
| Weil Company, Inc. | 2,118 | $240.2K | 0.05% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 1,901 | $240.4K | 0.14% | +1,901 | New |
| Summit Wealth Group LLC | 2,131 | $241.7K | 0.03% | +2,131 | New |
| SCS Capital Management LLC | 2,141 | $242.8K | 0.00% | −2,257−51.3% | Reduced |
| Audent Global Asset Management, LLC | 2,149 | $243.7K | 0.24% | −7,370−77.4% | Reduced |
| South Street Advisors LLC | 2,150 | $243.8K | 0.04% | +2,150 | New |
| 5T Wealth, LLC | 2,151 | $243.9K | 0.10% | +42+2.0% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,151 | $243.9K | 0.03% | +242+12.7% | Added |
| Abundance Wealth Counselors | 2,161 | $245.1K | 0.04% | +2,161 | New |
| Wilkinson Global Asset Management LLC | 2,164 | $245.4K | 0.02% | −430−16.6% | Reduced |
| Crown Wealth Group, LLC | 2,165 | $245.5K | 0.07% | −65−2.9% | Reduced |
| Wedgewood Investors Inc | 2,165 | $245.5K | 0.28% | +2,165 | New |
| Joseph P. Lucia & Associates, LLC | 2,165 | $245.6K | 0.09% | +2,165 | New |
| Mirabella Financial Services LLP | 2,170 | $246.1K | 0.02% | +2,170 | New |
| Cane Capital Partners, LLC | 2,170 | $246.1K | 0.11% | +2,170 | New |
| Vines Capital Management, LLC | 2,173 | $246.4K | 0.24% | +52+2.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,176 | $246.8K | 0.01% | +48+2.3% | Added |
| Greenwich Wealth Management LLC | 2,180 | $247.0K | 0.01% | −280−11.4% | Reduced |
| FDx Advisors, Inc. | 2,174 | $247.0K | 0.08% | −101−4.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 2,178 | $247.0K | 0.09% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,185 | $247.8K | 0.05% | +1,590+267.2% | Added |
| Avail Investment Partners, LLC | 2,188 | $248.0K | 0.26% | +2,188 | New |
| Trilogy Capital Inc. | 2,187 | $248.0K | 0.01% | −207−8.6% | Reduced |
| Morris Retirement Advisors, LLC | 2,187 | $248.1K | 0.10% | +2,187 | New |
| Trustco Bank Corp N Y | 2,194 | $248.8K | 0.22% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,200 | $249.5K | 0.06% | 00.0% | Unchanged |
| Single Point Partners, LLC | 2,200 | $249.5K | 0.05% | 00.0% | Unchanged |
| North Capital, Inc. | 2,201 | $249.7K | 0.21% | +2+0.1% | Added |
| Commonwealth Financial Services, LLC | 2,206 | $250.2K | 0.04% | +456+26.1% | Added |
| Victory Financial Group, LLC | 2,209 | $250.6K | 0.03% | +298+15.6% | Added |
| New Republic Capital, LLC | 2,213 | $250.9K | 0.08% | −1,768−44.4% | Reduced |
| Lee Danner & Bass Inc | 2,214 | $251.1K | 0.02% | 00.0% | Unchanged |
| August Group Capital Ltd | 2,217 | $251.4K | 0.29% | +92+4.3% | Added |